Why Clients Choose Us

Symphony Financial Services, Inc. is an Akron based, independent team of disciplined investment professionals offering multi-dimensional wealth management. We serve a select group of individuals, families, business owners and institutions both locally and around the country. By seeking a deeper understanding of our clients, we strive to meet and exceed their every need. Our vast capabilities and team approach allow us to be a single point of contact that provides sound advice and professional strategies. Our institutional quality investment solutions allow our clients, both individual and corporate, to have a customized investment portfolio. From top to bottom, Symphony Financial Services, Inc. is dedicated to providing a fully transparent relationship that is proactive in meeting any client need.

Commitment to Relationships

Vast Capabilities

Consultative Approach

Thoughtful and thorough discovery helps us understand what is truly important to each client

A tailored plan is developed that details our clients’ current situation along with a clear, understandable plan of action

Involved in all aspects of the wealth planning process, we facilitate collaboration with other professionals and serve as a single point of contact

Teamwork and specialization allows us to leverage expertise and experience to bring true perspective to our advice and professional strategies

Knowledge, a team approach, and experience allows us to innovate and provide meaningful perspective

An established investment approach combined with institutional-quality investment solutions allows for portfolios customized to each client

A passionate and relentless commitment to the highest levels of accessibility, responsiveness and follow-through

Ongoing communication and monitoring helps us focus on educating clients on their progress as well as forward-looking issues

Potential Benefit: Clients feel the confidence that comes from a plan that is organized, simplified, and monitored

Potential Benefit: Clients feel the passionate care and ease of knowing they have a centralized source of trusted advice

Potential Benefit: Clients experience the peace of mind that comes from a long-term relationship.

Securities offered through LPL Financial, Member FINRA/SIPC Investment Advice offered through Symphony Financial Services, A Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following States: